Latest Institutional Transactions on Intuit Inc (INTU)
This table provides information on the latest institutional transactions involving Intuit Inc (INTU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
382New |
$183K - $240K
|
382
$236K
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
494New |
$237K - $311K
|
494
$305K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
25New |
$12K - $15.7K
|
25
$15.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
16+ 1.37% |
$7.67K - $10.1K
|
1.18K
$729K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
371New |
$178K - $233K
|
371
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
423+ 8.97% |
$203K - $266K
|
5.14K
$3.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 33.33% |
$6.71K - $8.81K
|
56
$34.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
594New |
$285K - $374K
|
594
$367K
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-145- 10.49% |
$69.5K - $91.2K
|
1.24K
$764K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.35K+ 221.6% |
$649K - $852K
|
1.97K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 1.9% |
$3.36K - $4.4K
|
362
$224K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-94- 46.08% |
$45.1K - $59.1K
|
110
$67.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.35K+ 39.13% |
$647K - $849K
|
4.8K
$2.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
321New |
$154K - $202K
|
321
$198K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
334New |
$160K - $210K
|
334
$206K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
358New |
$172K - $225K
|
358
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
27New |
$12.9K - $17K
|
27
$16.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-600- 14.63% |
$288K - $377K
|
3.5K
$2.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
729New |
$350K - $459K
|
729
$450K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-50- 6.93% |
$24K - $31.5K
|
672
$415K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-15- 3.05% |
$7.19K - $9.44K
|
476
$294K
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.07KNew |
$991K - $1.3M
|
2.07K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
347New |
$166K - $218K
|
347
$214K
|
|
|
Jan 12, 2024
Q4 2023
|
Hillman CO
|
SELL
|
- |
-574- 1.45% |
$275K - $361K
|
39K
$24.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-15- 2.92% |
$7.19K - $9.44K
|
498
$308K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-20- 0.49% |
$9.59K - $12.6K
|
4.05K
$2.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-41- 26.45% |
$19.7K - $25.8K
|
114
$70.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
340New |
$163K - $214K
|
340
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-15- 1.11% |
$7.19K - $9.44K
|
1.34K
$824K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
650+ 1300.0% |
$312K - $409K
|
700
$432K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
193+ 4.38% |
$92.5K - $121K
|
4.6K
$2.84M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
7New |
$3.36K - $4.4K
|
7
$4.32K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.05K+ 5.2% |
$2.9M - $3.81M
|
122K
$75.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-938- 5.54% |
$450K - $590K
|
16K
$9.88M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.68% |
$5.27K - $6.92K
|
1.63K
$1.01M
|
|
| Q3 2023 | |||||||
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15+ 125.0% |
$6.72K - $8.3K
|
27
$16.7K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-24Closed |
$10.8K - $13.3K
|
0
$0
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.23K+ 1560.84% |
$1M - $1.24M
|
2.38K
$1.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-18- 42.86% |
$8.07K - $9.96K
|
24
$14.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.17K+ 54.85% |
$525K - $648K
|
3.31K
$2.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$843K - $1.04M
|
1.88K
$1.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 19.23% |
$2.24K - $2.77K
|
21
$13K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3New |
$1.34K - $1.66K
|
3
$1.85K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-66.7K- 99.96% |
$29.9M - $36.9M
|
26
$16.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-18- 52.94% |
$8.07K - $9.96K
|
16
$9.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.47KNew |
$660K - $815K
|
1.47K
$910K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
6.6KNew |
$2.96M - $3.65M
|
6.6K
$4.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-30- 56.6% |
$13.4K - $16.6K
|
23
$14.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
353+ 9.66% |
$158K - $195K
|
4.01K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-3.84K- 95.17% |
$1.72M - $2.13M
|
195
$120K
|
|